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Oracle

2,915 hedge funds and large institutions have $169B invested in Oracle in 2024 Q2 according to their latest regulatory filings, with 242 funds opening new positions, 1,239 increasing their positions, 1,014 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 242 | Existing positions closed: 103

36% more funds holding in top 10

Funds holding in top 10: 108147 (+39)

22% more repeat investments, than reductions

Existing positions increased: 1,239 | Existing positions reduced: 1,014

14% more capital invested

Capital invested by funds: $148B → $169B (+$20.9B)

4% more funds holding

Funds holding: 2,8112,915 (+104)

4% more call options, than puts

Call options by funds: $3.46B | Put options by funds: $3.32B

0.47% more ownership

Funds ownership: 43%43.47% (+0.47%)

Holders
2,915
Holders Change
+104
Holders Change %
+3.7%
% of All Funds
42.1%
Holding in Top 10
147
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+36.11%
% of All Funds
2.12%
New
242
Increased
1,239
Reduced
1,014
Closed
103
Calls
$3.46B
Puts
$3.32B
Net Calls
+$139M
Net Calls Change
-$432M
Name Holding Trade Value Shares
Change
Change in
Stake
SSC
2676
Syverson Strege & Co
Iowa
$214K +$188K +1,514 New
OFS
2677
Oldfather Financial Services
Nebraska
$214K +$188K +1,513 New
SEEDPG
2678
S.E.E.D. Planning Group
New York
$213K +$188K +1,510 New
CCFM
2679
Clear Creek Financial Management
Washington
$213K +$187K +1,509 New
CCM
2680
Chilton Capital Management
Texas
$213K -$26.2K -211 -12%
CCIA
2681
Cherry Creek Investment Advisors
Colorado
$213K -$12K -97 -6%
TIA
2682
Trust Investment Advisors
Indiana
$212K +$187K +1,504 New
B
2683
Bensler
Washington
$212K +$187K +1,504 New
Aristotle Capital Management
2684
Aristotle Capital Management
California
$212K +$186K +1,500 New
FM
2685
Family Management
New York
$212K +$186K +1,500 New
WTG
2686
West Tower Group
Virginia
$212K +$186K +1,500 New
DIM
2687
DLK Investment Management
California
$212K +$186K +1,498 New
AWC
2688
Adamsbrown Wealth Consultants
Kansas
$211K +$186K +1,497 New
CWA
2689
CM Wealth Advisors
Ohio
$211K +$186K +1,496 New
CHJWM
2690
Carlton Hofferkamp & Jenks Wealth Management
Texas
$211K +$193K +1,555 New
SCM
2691
Steele Capital Management
Iowa
$211K +$186K +1,494 New
EDRIA
2692
Edmonds Duncan Registered Investment Advisors
Kansas
$211K +$185K +1,493 New
EIG
2693
Ellenbecker Investment Group
Wisconsin
$209K +$184K +1,481 New
PCMC
2694
Planning Capital Management Corporation
Pennsylvania
$209K
AP
2695
Adero Partners
California
$208K +$183K +1,476 New
LSIA
2696
LaSalle St. Investment Advisors
Illinois
$208K +$183K +1,474 New
C1AG
2697
Client 1st Advisory Group
Florida
$208K +$183K +1,473 New
HIS
2698
Harvest Investment Services
Illinois
$208K +$183K +1,473 New
CPA
2699
Capital Performance Advisors
California
$207K +$182K +1,465 New
MPCA
2700
Madison Park Capital Advisors
Washington
$206K +$182K +1,462 New

ORCL Hedge Fund Activity: Q2 2024 in Review

2,915 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q2 2024, worth a combined $169B — up 14% from $148B a quarter earlier.

Buyers outnumbered sellers: 242 funds opened new ORCL positions and 103 closed out — a net gain of 139 holders — while 1,239 added to existing stakes and 1,014 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.51B. The largest seller was Capital World Investors, cutting an estimated $717M.

  • 2,915 institutional investors held Oracle (ORCL) as of Q2 2024, up from 2,811 in Q1 2024.
  • Funds reported $169B of Oracle stock for Q2 2024, up 14% quarter-over-quarter.
  • 242 funds opened new Oracle positions in Q2 2024 and 103 closed out, a net change of +139 holders.
  • The largest Oracle buyer in Q2 2024 was Fidelity Investments, an estimated $1.51B added.
  • The largest Oracle seller in Q2 2024 was Capital World Investors, an estimated $717M sold.

Based on aggregated 13F filings for Q2 2024.